Your document workflow needs to prioritize security and compliance. When you send proposals, manage contracts, or share sensitive information, you need tools that are secure, compliant, and built to meet global standards.Otherwise, you’ll put your company, clients, and partners at risk.

PandaDoc supports enterprise-grade compliance frameworks, including SOC 2 Type II, HIPAA, GDPR, CCPA, the Data Privacy Framework, eIDAS, and more.

And the best part? You can have it all in a single platform.

Let’s walk through what each of these certifications means, why they matter, and how consolidating them under one platform can help to simplify and protect your business operations.

Why security and compliance matter in document workflows

When you’re managing documents, you have to worry about more than storing files and getting signatures. You need to focus on protecting data, proving trust, and meeting industry-specific regulations.

Security and compliance can help you:

• Protect sensitive customer and company data
• Reduce the risk of breaches, fines, and legal exposure
• Improve trust with clients, partners, patients, and auditors
• Operate confidently across regions and industries
• Maintain consistent, audit-ready workflows

Plus, escalating privacy laws and cross-border business is ever-present, so compliance is continuing to get more complex. That means you need a tool that will provide full assurance that your documents are secure, from creation to signature to storage.

Types of security and compliance PandaDoc supports

PandaDoc supports a comprehensive set of security frameworks to help you stay compliant, regardless of your industry or geography.

SOC 2 Type II

This security framework focuses on how well a company safeguards customer data over time. PandaDoc maintains strict controls for security, availability, and confidentiality in every part of our platform.

This isn’t just a one-time check—SOC 2 Type II audits measure how well we stick to these standards day after day. It gives customers peace of mind that their data is safe, not just on paper, but in practice.

Learn more here.

HIPAA

HIPAA sets national standards for how companies protect sensitive patient information. That means systems that handle Personal Health Information (PHI) follow strict privacy, security, and breach-notification rules.

For healthcare providers, insurers, and their partners, HIPAA compliance is non-negotiable. PandaDoc makes it easy to build secure document workflows without risking patient data.

Learn more here.

HIPAA vs FERPA

HIPAA protects medical records, while FERPA protects student educational records. PandaDoc supports HIPAA-compliant workflows wherever PHI is involved.

If you’re working in education, FERPA is your go-to rulebook; in healthcare, it’s HIPAA. Both aim to keep personal information private and secure

GDPR

The General Data Protection Regulation focuses on data privacy for EU residents. It has strict rules around consent, storage, processing, and cross-border transfer. PandaDoc complies with GDPR obligations. This includes the use of approved subprocessors, which you can learn more about here.

For any business with customers in Europe, GDPR compliance isn’t optional. PandaDoc helps you meet those standards without adding extra complexity to your document workflows.

CCPA

The California Consumer Privacy Act is a framework that protects personal information for California residents. It focuses on transparency, control, and consumer rights. PandaDoc aligns with CCPA requirements, which allows businesses to meet their state-level privacy obligations.

That means your customers can request to see, delete, or opt out of data sharing—and you’ll be ready to respond quickly and correctly.

Data Privacy Framework

The Data Privacy Framework (DPF) is what governs lawful data transfers between the EU/UK and the U.S. PandaDoc complies with the DPF, which means businesses can operate globally without violating cross-border data protection rules.

This framework ensures that European data protection standards are respected—even when data is handled in the U.S. With PandaDoc, you stay compliant no matter where your customers are.

eIDAS

eIDAS regulates electronic signatures within the EU. This includes simple, advanced, and qualified electronic signatures. PandaDoc supports eIDAS-compliant eSignatures, allowing businesses to create legally binding agreements in European markets.

If you’re closing deals or handling legal documents in Europe, eIDAS ensures your eSignatures hold up in court.

21 CFR Part 11

This is used heavily in biotech, pharmaceuticals, and life sciences. 21 CFR Part 11 is a framework that outlines standards for electronic records and signatures. Because PandaDoc includes features like audit trails, authentication, and controlled access, your workflows will be compliant for regulated environments.

21 CFR Part 11 is essential for teams submitting documents to the FDA. Learn more here.

SOX 404

Sarbanes-Oxley (SOX) 404 is a security framework that requires internal controls for financial reporting. PandaDoc supports secure document handling and audit-ready processes that help public companies comply.

PandaDoc supports secure document handling and audit-ready processes that help public companies comply. That means you can trust that your financial workflows meet the high standards expected by regulators and auditors.

Learn more about SOX 404.

Security frameworks and their use cases

Why having all certifications in one platform matters

Many businesses and organizations have to juggle multiple tools. For example, you might have one for eSignatures, one for storage, one for identity verification, and another for compliance records.

The problem is that this causes fragmented compliance. No single platform can validate compliance across the entire document lifecycle when each tool covers only part of the process.

PandaDoc addresses this issue with end-to-end workflows backed by unified compliance with the frameworks listed above.

Here’s why it matters:

Unified compliance from start to finish

This means no more switching from separate document editors, signing tools, or storage systems. All actions are in a single, compliant environment.

Reduced complexity and overhead

When you have fewer tools to worry about, you’ll have to deal with fewer vendors, audits, and points of failure.

Flexibility across industries and locations

PandaDoc adapts to your regulatory needs, regardless of industry or geography.

Decreased legal and operational risk

Having consistent controls across every document stage will lead to fewer violations or audit surprises.

Faster, more reliable workflows

Compliance doesn’t have to be a bottleneck. PandaDoc allows your teams to work faster without having to compromise on security.

Simplified audits and risk assessments

When you have centralized records and audit trailers, compliance reviews get a lot easier, not to mention transparent.

Why this matters

• Because PandaDoc is a multi-purpose platform, it handles more than eSignatures. For example, DocuSign focuses on signing efficiency, whereas PandaDoc manages the entire document lifecycle.
• A tool might be HIPAA-compliant, but that doesn’t guarantee full enterprise compliance, such as SOC 2, eIDAS, or 21 CFR Part 11.
• Many companies end up piecing together multiple platforms and tools, resulting in coverage gaps and a lack of end-to-end protection.
  

Practical use cases

Here are some use cases where PandaDoc can better support compliance across a variety of industries.

Healthcare provider

Say a clinic sends HIPAA-compliant contracts, consent forms, and patient packets. Using PandaDoc, the clinic can keep PHI secure and audit logs intact while tracking signatures.

SaaS company with EU customers

If a software company needs GDPR compliance and eIDAS-compliant signatures for binding agreements in Europe, PandaDoc can make sure they are legally valid and that cross-border privacy controls are intact.

International consultancy

Say a global consulting firm has clients from the US, EU, and UK. PandaDoc can give the data privacy and meet security standards required for each region, without needing multiple vendors.

One platform for complete trust

Managing security and compliance doesn’t have to be complex.

PandaDoc offers a single platform that supports SOC 2 Type II, HIPAA, GDPR, CCPA, the Data Privacy Framework, eIDAS, 21 CFR Part 11, and SOX 404.

What does that mean for you? You can create, send, sign, and store docs confidently, regardless of your industry or location.

Ready to get started? Request your free demo today.